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EVIDENT FINANCIAL

ERIE, PA · CRD 281661 · IAPD ↗ · (814) 425-5182

$149.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — EVIDENT FINANCIAL (ERIE, PA) is newly SEC-registered with $149.7M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.